Configure iManage as a DMS in XpressDox

This article forms part of the process in configuring the iManage integration. Click here for an overview and full list of the steps to complete the integration.

Configure iManage as a DMS in XpressDox

In XpressDox Desktop, click Settings

Now click on Configure, and then on the “Cloud Storage and DMS” tab.

Whenever you work in the Configuration, take note of the path at the top. You are applying settings to this folder, as well as its sub-folders. And if you use our XpressDox Cloud, you would need to upload the DocumentAssembly.config.xml file from this location. When configuring this for the first time, it is advisable to apply this to only one folder in your account to ensure it is working, and then to the entire library.

Click on the New button to create a new DMS.

Then supply a Name and select a Drive letter. The name is purely a description, and the drive letter is not a local or network drive, but a drive known only to XpressDox. We will use it in the auto naming of files a little later on.

Select iManage, and then click Save. Now click on Use File System’s Editor.

• Edit your URL’s if required (note the trailing / after each URL), and select your database.
• If you are running a custom XpressDox iManage Extension, please check the box and enter your client key and secret.

Once done, click Save, and then Save again if you have made any changes. Click on the “Test” button. You will be taken through the Authentication process and presented with the most recently used iManage Workspaces.

You may now proceed to the next step which is configuring XpressDox to save to your newly configured DMS.